Livewell Finserv Pvt Ltd

Qualifications & Experience Candidate must be CFP® – Certified Financial Planner (FPSB) NISM Certifications preferred (VA-MF, XXI-PMS,XIX-AIF, XIII-Common Derivatives) Bachelor’s degree in Finance, Commerce, Economics, or related field 1-2 Years of relevant experience in wealth management, investment advisory and Personal finance Proven track record of managing HNI/UHNI clients and investment portfolios Key Responsibilities: Investment Recommendation to HNIs Research & Analysis of latest markets offerings & trends Key Skills & Competences Effective knowledge of Alternates, Unlisted & HNI Products. Strong Analytical Skills Excellent Communication & Presentation Skills to work with HNIs Strong Decision-Making & Problem Solving abilities Strong Networking & Client Acquisition Skills Regulatory & Compliance Awareness Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Schedule: Day shift Fixed shift Application Question(s): Candidate should have minimum experience of 1 year in handling HNI Clients Location: Chandigarh, Chandigarh (Preferred) Work Location: In person